Configuring Whitelabel URL – External Integration

Overview

The Whitelabel URL – External integration allows administrators to configure and manage external marketing URLs using a whitelabel setup. This integration helps ensure consistent branding, controlled activation, and team-based access when working with external URLs.

Step-by-Step Approach

1. Create a New Whitelabel URL – External Integration

On the General Dashboard, go to Integrations.
Click + Integration.
Select Whitelabel URL – External from the list of integration types.
Enter a meaningful name for the integration.
Save the integration.

2. Enter or Edit the Marketing URL

Open the Whitelabel URL – External integration.
Locate the Marketing URL field.
Enter or edit the required external URL.
Save your changes.

3. Activate or Deactivate the Whitelabel URL – External Integration

Open the Whitelabel URL – External integration.
Use the Activate / Deactivate toggle.
Activated: The external whitelabel URL is enabled and available for use.
Deactivated: The integration is disabled and unavailable.
Confirm the status change.

4. Access the Teams Listing

Open the Whitelabel URL – External integration.
Navigate to the Teams tab.

5. Select Teams from the Select Teams Pop-Up

Click Select Teams.
In the Select Teams pop-up, browse or search for the required teams.
Select one or more teams.
Click Select to confirm.
The selected teams appear in the Teams listing.

6. Remove Teams from the Listing

In the Teams listing, locate the team you want to remove.
Click the More Options (⋮) icon next to the team name.
Select Remove teams.

7. Remove the Whitelabel URL – External Integration

Open the Whitelabel URL – External integration.
Click Delete or Remove Integration.
Confirm the deletion.

Once configured, the Whitelabel URL – External integration provides a controlled and branded way to manage external marketing URLs while ensuring the right teams have access and the integration can be enabled or disabled as needed.

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